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Portfolio (Quarterly) Guide ↗

Alteri Wealth LLC

· CIK 0002054980
13F Portfolio $362M AUM 296 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 296 New
Page 6 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCMB SCHWAB MUNICIPAL BOND ETF 32,081.0 $828K 0.23% NEW $25.82 -2.0%
102 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 18,317.0 $826K 0.23% NEW $45.11 +27.7%
103 GEV GE VERNOVA INC COM Utilities 700.0 $822K 0.23% NEW $1174.95 -8.2%
104 MPC MARATHON PETE CORP COM Energy 3,179.0 $813K 0.22% NEW $255.66 +40.1%
105 ROST ROSS STORES INC COM Consumer Cyclical 3,809.0 $811K 0.22% NEW $212.87 +10.5%
106 QQQM INVESCO NASDAQ 100 ETF 2,673.0 $810K 0.22% NEW $302.97 -0.8%
107 SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM Financial Services 43,258.0 $806K 0.22% NEW $18.64 +3.0%
108 HWM HOWMET AEROSPACE INC COM Industrials 2,927.0 $787K 0.22% NEW $268.90 +7.5%
109 PAAA PGIM AAA CLO ETF 15,045.0 $771K 0.21% NEW $51.27 +0.3%
110 BK BANK OF NY MELLON CORP COM Financial Services 5,250.0 $759K 0.21% NEW $144.60 -0.6%
111 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 5,343.0 $758K 0.21% NEW $141.89 +4.1%
112 TFC TRUIST FINL CORP COM Financial Services 15,193.0 $757K 0.21% NEW $49.82 +5.4%
113 MUC BLACKROCK MUNIHLDNGS CALI COM Financial Services 68,764.0 $756K 0.21% NEW $10.99 -2.7%
114 APH AMPHENOL CORP CL A Technology 4,275.0 $754K 0.21% NEW $176.31 -3.1%
115 EMR EMERSON ELEC CO COM Industrials 5,255.0 $752K 0.21% NEW $143.15 +13.2%
116 KMI KINDER MORGAN INC DEL COM Energy 23,130.0 $739K 0.20% NEW $31.97 +1.1%
117 MRK MERCK & CO INC COM Healthcare 5,712.0 $734K 0.20% NEW $128.50 +5.8%
118 SHLD GLOBAL X DEFENSE TECH ETF 12,291.0 $734K 0.20% NEW $59.71 +17.2%
119 YEAR AB ULTRA SHORT INCOME ETF 14,546.0 $732K 0.20% NEW $50.34 -0.1%
120 AXP AMERICAN EXPRESS CO COM Financial Services 2,148.0 $726K 0.20% NEW $338.21 -0.6%
Page 6 of 15  ·  296 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.5%
Financial Services 15.0%
Communication Services 8.8%
Industrials 8.1%
Healthcare 7.1%
Consumer Cyclical 6.6%
Consumer Defensive 6.5%
Energy 1.9%
Utilities 1.7%
Real Estate 1.2%